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FRDMFRDM
Showing 8 of 19 quarters

Position history for COMMONWEALTH EQUITY SERVICES, LLCCOMMONWEALTH EQUITY SERVICES, LLC's holdings in EA SERIES TRUST

COMMONWEALTH EQUITY SERVICES, LLC holds 323,223 shares of FRDM (EA SERIES TRUST), worth $23.6M as of 2026-Q2. The position was increased (+26.8% shares). FRDM represents 0.0% of COMMONWEALTH EQUITY SERVICES, LLC's portfolio.

Current Value

$23.6M

Current Shares

323,223

Total Value Change

+$22.9M

Total Shares Change

+303,621

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
323,223
+26.8%
$23.6M0.0%$72.90
35
2026-Q1
Increased
254,839
+115.2%
$13.9M0.0%$57.22
45
2025-Q4
Increased
118,411
+66.8%
$6.1M0.0%$51.45
40
2025-Q3
Decreased
71,011
-1.6%
$3.1M0.0%$43.79
0
2025-Q2
Increased
72,132
+5.4%
$2.9M0.0%$39.68
28
2025-Q1
Increased
68,463
+174.7%
$2.4M0.0%$34.44
42
2024-Q4
Increased
24,927
+27.2%
$815,0000.0%$31.97
31
2024-Q3
Decreased
19,602
-81.3%
$701,0000.0%$35.63
0

Other major holders of FRDM: Focus Partners Wealth, WELLS FARGO & COMPANY/MN, NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

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